Independent Financial Advisor - Wembley, United Kingdom - PB Recruitment Consultants Ltd

PB Recruitment Consultants Ltd

Verified Company

Wembley, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An exceptional career opportunity with a reputable, highly succesful, multi-office, award winning, financial planning and accountancy practice, is available for an ambitious, motivated, forward thinking Employed Independent Financial Advisor to servicean existing client bank and expand the client base moving forward.

The company is focussed on providing high-quality advice and wants to attract the right people for its business and clients.

Ideally your expertise as a Financial Advisor, will include specialist knowledge of products and services relating to pensions, investments, protection, savings, mortgage and general tax and estate planning.

To be considered for this role, you must be at least Level 4 qualified with a current SPS. Holding of Chartered status, or working towards it, is welcomed, and encouraged.

Specific responsibilities for the Financial Advisor will include:

Contacting clients and setting up review meetings, either within an office environment or in clients' homes or business premises.
Conducting indepth reviews of clients' financial circumstances, current provision, and future aims.
Preparing plans best suited to individual clients' requirements and finalise strategies.
Completing risk profiling analysis.
Researching the marketplace using software and recommending the most appropriate products and services available to meet the client needs.
Assisting clients to make informed financial decisions.
Reviewing and responding to clients changing needs and financial circumstances.
Producing financial reports/suitability reports.

Alongside these you will possess excellent relationship management skills, a professional approach with a desire to succeed, proven research skills, good knowledge of regulatory compliance aspects, along with good decision-making abilities and a confidentialmanner.

In return we will offer a Financial Advisor an attractive base salary depending on experience and qualifications, plus a realistic, achievable bonus scheme.

The role will be a mix of home & office based, with the need to attend off-site client meetings and on-site company meetings, so your own car will be essential.

A very competitive negotiable package is available, with an uncapped bonus, an extremely comprehensive benefits package, a client book, on-going leads, career progression, exam support and remote working
**PLEASE CALL ROBERT AT PB RECRUITMENT FOR FURTHER DETAILS or APPLY TODAY